Although I do not personally know Ben Claremon of inoculatedinvestor.blogspot.com. All I can tell you he is the nicest guy. I have been in touch with him by email and he sent me a pdf with detailed notes from the recent Value Investing Congress. he did this all without making any profit from it
The full lineup featured the following great investors.
Bruce Berkowitz, Fairholme Fund
Michael Gelband’s Exodus Point launched in 2018 with $8.5 billion in assets. Expectations were high that the former Millennium Management executive would be able to take the skills he had learned at Izzy Englander’s hedge fund and replicate its performance, after a decade of running its fixed income business. The fund looks to be proving Read More
J. Carlo Cannell, Cannell Capital LLC
Patrick Degorce, Thélème Partners
Lloyd Khaner, Khaner Capital
David Nierenberg, D3 Family of Funds
Mohnish Pabrai, Pabrai Investment Funds
Thomas A. Russo, Gardner, Russo & Gardner
Amitabh Singhi, Surefin Investments
Paul Sonkin, Hummingbird Value Fund
Guy Spier, Aquamarine Fund
Eric Sprott, Sprott Asset Management
Whitney Tilson, T2 Partners
Glenn Tongue, T2 Partners
Richard Vogel, Alatus SA
Lei Zhang, Hillhouse Capital Management
Two of the speakers; Whitney Tilson who runs the congress, and Paul Sonkin I previously interviewed at length. I will be interviewing Mohnish Pabrai who also spoke at the conference today!
Here are Ben’s comments about the notes he took.
I took notes from the 2010 Value Investing Congress that took place in Pasadena last week. After 33+ pages and 18,000 words I hope I got just about everything down. The speakers covered a wide range of topics and offered a number of compelling investment opportunities from all over the world. Please feel free to pass these along to anyone and everyone. I got permission from both Whitney Tilson and John Schwartz to post these and send them out.
This post needs no further comments from me. Click on the following link to see the amazing 33+ pages of notes Ben took on the conference. Here it is, look at it in full screen it is very easy to view in that format: 2010 Value Investing Congress Notes
If anyone wants to see the 2008 conference I have all the videos posted on Value Walk here Value Investing Congress 2008 Videos